Wednesday, October 21, 2009
Morgan Housel :: Townhall.com Columnist
This Is How You Run a Bank
by Morgan Housel
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We spend plenty of time blabbing about the big boys of banking -- you know, Morgan Stanley (NYSE: MS). Citigroup (NYSE: C). Bank of America (NYSE: BAC). But there's a whole separate world of smaller, niche investment banks that rarely get mentioned.

Jefferies (NYSE: JEF) is one of them, and it's putting up some impressive numbers these days. Net income for the third quarter came in at $86 million, or $0.42 per share, on record revenue of $700 million. That compares with a loss of $0.18 per share in the same period last year.

In what looks like a fairly common rundown of revenue sources, trading segments stole the show:

Segment

Q3 2009 Revenue

Q3 2008 Revenue

Commissions

$94 million

$113 million

Principal Transactions

$372 million

($3 million)

Investment Banking

$123 million

$130 million

Asset Management

$21 million

($3 million)

Net Interest Income

$84 million

$31 million

Digging a little deeper into Jeffries' trading-based revenue:

Segment

Q3 2009 Revenue

Equities

$149 million

Fixed Income and Commodities

$313 million

High Yield Continued...

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About The Author

Morgan Housel is a Motley Fool contributor.

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